See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $26,519 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,677 | $86,332-59.8% | $125,175-72.3% | $65,185-46.8% |
| Participation rate | 89.4% | 75.3%+14.1pp | 79.8%+9.6pp | 70.2%+19.2pp |
| Annual return | 23.80% | 27.43%-3.6pp | 43.79%-20.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,355 | $2,040-33.6% | $3,865-64.9% | $2,177-37.7% |
| Participant deferral / active EE | $2,673 | $3,537-24.4% | $4,937-45.9% | $3,514-23.9% |
| Admin fee / account holder | $141 | $609-76.8% | $9,702-98.5% | $847-83.3% |